CAL
CHCT

Capital Advisors Ltd’s Community Healthcare Trust CHCT Stock Holding History

Capital Advisors Ltd’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60
Closed -$1K – 1375
2025
Q2 		$1K Buy
+60
New +$990 ﹤0.01% 1152
2022
Q2 		– Sell
-3
Closed – – 1039
2022
Q1 		$0 Buy
+3
New +$130 ﹤0.01% 937

Other funds holding CHCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Capital Advisors Ltd's CHCT Position: Q3 2025 in Review

Capital Advisors Ltd sold out of Community Healthcare Trust (CHCT) in Q3 2025, closing a stake of 60 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in CHCT in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2025. 159 funds tracked by Wall St. Rank hold CHCT as of Q3 2025.

  • Capital Advisors Ltd reported no remaining Community Healthcare Trust position as of Q3 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 60 Community Healthcare Trust shares in Q3 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Community Healthcare Trust in Q1 2022 and held it in 2 quarters.
  • Capital Advisors Ltd's Community Healthcare Trust position peaked at $1K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2025.

Based on Capital Advisors Ltd's 13F filing for Q3 2025, filed 16 Oct 2025.